Financial Planning Services | Matthews Steer

At Matthews Steer we offer a range of expert financial planning services that can help you grow your business and personal finances, achieve your financial goals, improve your financial future, and have a meaningful impact on your tax bottom line.

When you choose Matthews Steer to provide financial planning services a financial adviser from our Private Wealth team will undertake a personalised financial needs analysis with you and formulate a financial strategy tailored to your goals and objectives.

Are you ready to invest in your financial future? We’re here to help…

Matthews Steer financial planners work with you to create a financial roadmap you can use to improve your financial situation, and guide you towards financial security, for you and your family, now and into the future.

Matthews Steer offers financial planning services and financial planning advice to the highest professional standard and our advice is designed to give you peace of mind when you are making financial decisions.

Our team is dedicated to providing financial planning advice that helps you manage all aspects of your finances, navigating challenges and achieving goals.

We can help you with a broad range of financial planning needs and requirements, including:

Strategic financial planning advice
Pre and post-retirement projections
Implementation and ongoing management of financial strategy
Risk management
Superannuation advice
Estate planning
Buy/sell agreements
Personal insurances
Aged care planning
Investment advice across shares, bonds, cash savings, managed funds and indirect property
Financial needs analysis
Self-managed superfund advice, establishment, strategy and administration
Preparation of financial statements
Tax compliance
Trustee advice
Estate planning
Financial products advice
Insurance advice

Financial Planning - Frequently Asked Questions

Will I have enough for my retirement?

When it comes to financial planning, how much you’ll need for your retirement is one of the questions we’re asked most frequently. The answer depends on the lifestyle you envisage yourself living in retirement. As part of our financial road-mapping process we work with you to identify how much you plan to spend in retired life, and we keep your end goals front of mind as we undertake the planning process.

Why do I need a financial plan?

Understanding your lifestyle and financial goals, your current and desired financial position, and what you want your money to achieve, enables you to establish a clear vision for your financial future. At Matthews Steer we help our clients unlock their financial potential to build wealth and achieve peace of mind through financial security.

How should I invest my surplus income or cashflow?

Surplus income provides a launch pad from which to create a comprehensive wealth creation strategy. At Matthews Steer our financial planners can help you to pinpoint investments that are appropriate for the level of risk you’re willing to take, that enable you achieve flexibility and control over your finances, and ultimately help you to improve your financial situation.

What is Matthews Steer’s approach to Financial Planning?

At Matthews Steer our success is built on personal relationships and face-to-face communication with our clients.

We work with individuals, and people who own businesses, run businesses, earn their income from businesses, those who are planning for retirement and those who are enjoying their retired years.

We help our clients build, maintain and safeguard their wealth, guiding them through challenges and identifying ways to improve their wealth position.

We create an environment where clients can maximise their financial capacity, achieve their desired lifestyle, and secure their financial future, and that of future generations within their family.

How much does financial planning cost?

Financial planning encompasses a myriad simple and complex tasks and undertakings. Everyone’s financial planning needs are different, and we tailor our fees to your individual needs and requirements.

Contact us today on 03 9325 6300 to talk about how our Private Wealth Team can help you manage your financial planning needs.

Matthews Steer Pty Ltd is a Corporate Authorised Representative of Australian Unity Personal Financial Services Ltd. ABN 26 098 725 145, AFS Licence No. 234459, 271 Spring Street, Melbourne, VIC 3000.

The information in the Matthew Steer website is of a general nature only. It does not take into account your personal objectives, financial situation or needs. The information on this website does not constitute financial, investment or taxation advice and should not be relied on as such.

Before making any decisions involving financial products or services, you should read the relevant Financial Services Guide (FSG) and any applicable Product Disclosure Statement (PDS) before making any decision. We also recommend that you seek independent professional advice as to the suitability of the products or services which is relevant to your particular financial circumstances.

Information on matthewssteer.com.au applies to Australian residents only.